Financial Goals

Plan for Retirement

Living a dream retirement lifestyle starts with planning. But deciding which steps to take and when to take them can be confusing. It can be so overwhelming that you might be tempted to opt-out of saving for the future. Credit Union of Colorado has the financial tools and resources to help create a simple, realistic retirement plan that you'll stick to long term.

Jump to

Retired couple drinking coffee

The Basics of Saving

A monthly budget that includes a savings category is all that's needed to kickstart your retirement dreams. But it's your consistent savings habits that will help turn your dreams into reality. Let us help you create a realistic budget, better understand your savings options, and figure creative ways to boost your retirement accounts.

Articles

Are Budgets Necessary?

Smart Ways to Use Your Tax Refund

Why You Need a Checking Account Cushion

How to Build an Emergency Fund

Calculators

Savings Goal Calculator

Managing Money Milestones

Saving for retirement is like a marathon. Slow and steady wins the race. But, starting late or resting for too long could cause you to work harder for the same result. Reach each financial milestone at the recommended age to stay on track with your retirement goals.

Articles

Common Financial Pitfalls by Decade

How Spending Habits Change in Retirement

How to Manage Your Money After a Job Loss

Calculators

Savings Goal Calculator

Retirement Readiness Countdown

If retirement is on the horizon, you likely have questions about your financial future. Like many people nearing retirement age, you might wonder:

Should I accept my employer's pension as a lump sum or in monthly payments?
Do I have enough money saved?
Should I take Social Security now or wait?
Will Medicare cover all of my medical expenses in retirement?
When do I have to start making withdrawals from my retirement accounts?

If you have questions about your retirement portfolio, visit our Investment Services page for information on LPL Financial Advisors in your area.

Resources - Listing

Couple happy at computer

Smart Ways to Use Your Tax Refund

Member Experience

How to Manage Your Money After a Job Loss

Handing over keys

Good vs. Bad Debt: What's the Difference?

Mountain Texture

Why You Need a Checking Account Cushion

Retired people dining

How Spending Habits Change in Retirement

Eating pizza

Are Budgets Necessary?

Young man by car

Should First Time Car Buyers Purchase New or Used?

Young girl with credit card

Credit vs. Debit Cards: How They Differ and Why It Matters

Couple hugging in kitchen

9 Common Mortgage Terms Defined